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For Companies At a Glance
- Tasks: Manage and grow a portfolio of ultra-high-net-worth clients in London.
- Company: Join a prestigious UK Wealth Management firm known for its client retention and collaborative culture.
- Benefits: Enjoy a supportive work environment with strong management involvement and tailored investment services.
- Why this job: Be part of a driven team that values your expertise and fosters professional growth.
- Qualifications: 5+ years of experience with HNW/UHNW clients and a proven track record in client acquisition.
- Other info: Ideal for those already based in the UK with the right to work.
The predicted salary is between 43200 - 72000 £ per year.
Are you a Wealth Manager based in London, with a network of UHNW clients and a track record in prospecting and onboarding new clients to banks? My client is a well-known name in the UK Wealth Management world and is looking for experienced client managers to build and maintain their own portfolio of clients.
The bank provides tailored investment services to clients globally and takes immense pride in their retention rate, both for clients and employees. They provide a truly driven, collaborative atmosphere for Wealth Managers, and top management remains firmly involved with the day-to-day management of clients.
The client market of interest is mainly UK residents, but if you do have a more international client base, then I’d also be keen to speak with you.
You will need:
- 5+ years of experience building portfolios of HNW/UHNW clients (minimum account size £1M).
- Ability and confidence to provide and execute a business plan with NNA targets each year.
- To be based in the UK already with the right to work.
If you’d like to know more in a confidential discussion, apply today with a CV.
Wealth Manager employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Manager
✨Tip Number 1
Network actively within the wealth management community in London. Attend industry events, seminars, and conferences to meet potential clients and other professionals who can refer you to UHNW individuals.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with potential clients. Share insights on market trends and investment strategies to position yourself as a thought leader in wealth management.
✨Tip Number 3
Consider reaching out to existing contacts who may have connections to UHNW clients. Personal referrals can significantly enhance your credibility and increase your chances of onboarding new clients.
✨Tip Number 4
Stay updated on the latest financial regulations and investment products. Being knowledgeable about current trends will not only help you in client discussions but also demonstrate your commitment to providing tailored services.
We think you need these skills to ace Wealth Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience specifically in wealth management, particularly with HNW/UHNW clients. Include quantifiable achievements, such as the size of portfolios you've managed and any successful business plans you've executed.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry and your ability to build and maintain client relationships. Mention your track record in prospecting and onboarding new clients, and how you align with the bank's values.
Highlight Relevant Experience: In your application, emphasise your 5+ years of experience in managing portfolios of HNW/UHNW clients. Discuss specific strategies you've used to achieve NNA targets and how you've contributed to client retention.
Showcase Your Network: If applicable, mention your existing network of UHNW clients and how this could benefit the bank. This will demonstrate your potential to contribute to their growth and success in the wealth management sector.
How to prepare for a job interview at JR United Kingdom
✨Showcase Your Network
As a Wealth Manager, your network is crucial. Be prepared to discuss your existing relationships with UHNW clients and how you’ve successfully onboarded them in the past. Highlight specific examples that demonstrate your ability to build and maintain these connections.
✨Demonstrate Your Business Acumen
You’ll need to present a solid business plan during the interview. Make sure to outline your strategies for achieving new net asset (NNA) targets. Discuss how you plan to grow your portfolio and what unique approaches you would take to attract new clients.
✨Understand the Company Culture
Research the bank’s values and culture before the interview. Since they pride themselves on a collaborative atmosphere, be ready to discuss how you work within teams and contribute to a positive environment. Share examples of how you’ve collaborated with colleagues in previous roles.
✨Prepare for Client Scenarios
Expect to be asked about how you would handle various client scenarios. Prepare to discuss your approach to client retention and satisfaction, especially given the bank's high retention rate. Think of specific challenges you've faced and how you overcame them to keep clients happy.
